Extract Text from PDF and Images Using Vertex AI (Gemini) into CSV
This workflow can automatically extract text from newly uploaded PDF files and images in a specified Google Drive folder, using Google Vertex AI and Openrouter AI for intelligent recognition and analysis. The extracted transaction data will be converted into a CSV file with classification information and automatically uploaded back to Google Drive, thereby streamlining the manual data entry and classification process, improving the efficiency and accuracy of data processing, and making it suitable for various scenarios such as financial management and data analysis.
Workflow Name
Extract Text from PDF and Images Using Vertex AI (Gemini) into CSV
Key Features and Highlights
This workflow automatically extracts text data from newly uploaded PDF files or images in a specified Google Drive folder. Leveraging Google Vertex AI (Gemini model) and Openrouter AI’s language models, it intelligently recognizes and analyzes content, converting structured transaction data into categorized CSV files. The resulting CSV files are then automatically uploaded back to Google Drive, significantly simplifying manual data entry and classification processes.
Core Problems Addressed
- Automatically recognize and extract text from PDFs and images, eliminating inefficiencies and errors caused by manual entry
- Use AI to automatically assign category labels to transaction data for intelligent classification
- Achieve a fully automated process from file upload to data output, enhancing data processing efficiency and accuracy
Application Scenarios
- Automated data organization for financial statements, bank statements, invoices, and other PDF documents
- Text extraction from various image formats such as payment vouchers and transaction screenshots
- Converting unstructured financial data into structured CSV files for subsequent analysis and archiving
- Automated financial management and report generation for enterprises or individuals
Main Workflow Steps
- Monitor new file upload events (PDF or image) in a designated Google Drive folder
- Route and download files based on their type
- Extract text content from PDF files using built-in extraction nodes
- Perform optical character recognition (OCR) on image files via Google Vertex AI
- Send extracted text data to Openrouter AI’s language model for intelligent parsing of transaction information and generation of categorized CSV data
- Convert the generated CSV data into actual CSV files
- Automatically upload the CSV files back to the specified Google Drive folder to complete data archiving
Involved Systems and Services
- Google Drive (file upload triggers, file download and upload)
- Google Vertex AI (OCR using Gemini-1.5-pro model)
- Openrouter AI (natural language processing based on Meta LLaMA 3.1 model)
- n8n automation platform (workflow orchestration and node execution)
Target Users and Value
- Finance professionals and accountants, enabling rapid organization of bills and transaction records
- Enterprise automation teams, improving data processing efficiency
- Data analysts, providing standardized and clearly categorized transaction data for easier analysis
- Any users needing to convert unstructured text data from PDFs and images into structured spreadsheets
- Individuals or teams aiming to reduce manual entry, improve data accuracy, and boost work efficiency
In summary, this workflow integrates Google Cloud AI and advanced language models to deliver a fully automated closed-loop solution—from file upload to intelligent data extraction, classification, organization, and storage. It greatly reduces manual labor while enhancing data processing speed and accuracy, making it a powerful tool for financial data digital transformation.